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Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by JGP Wealth Management

Quarter-by-quarter ownership of Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) shares owned by JGP Wealth Management from 13F filings

Historical chart of JGP Wealth Management investment in Eaton V.Tax-Advantaged Dividend Inc Fund

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All positions including Eaton V.Tax-Advantaged Dividend Inc Fund held by JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton V.Tax-Advantaged Dividend Inc Fund by JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $477k 19k 25.18

More positions owned by JGP Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Kla Corp Com New (KLAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Analog Devices (ADI)
PNC Financial Services (PNC)
Automatic Data Processing (ADP)
Raytheon Technologies Corp (RTX)
W.W. Grainger (GWW)
Wal-Mart Stores (WMT)
Quest Diagnostics Incorporated (DGX)
Amgen (AMGN)

View all positions for JGP Wealth Management

Top funds holding Eaton V.Tax-Advantaged Dividend Inc Fund

Raymond James Financial
UBS Group
1607 Capital Partners
McGowan Group Asset Management
Wells Fargo & Company
Joel Isaacson & Co
Karpus Investment Management
LPL Financial
Stratos Wealth Partners
Guggenheim Capital, LLC Managers
Ameriprise Financial
Kingstone Capital Partners Texas
Advisors Asset Management
Polar Securities
Advisor Group Holdings

View all funds holding Eaton V.Tax-Advantaged Dividend Inc Fund